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Wealthspire Advisors, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthspire Advisors, LLC on JPM, newest first. How the timeline and the estimate are built.

Wealthspire Advisors, LLC held 114,563 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,563 shares
    Change vs previous 13F +51,054 shares

    0.21% of the 13F portfolio, value $37,499,774.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 63,509 shares
    Change vs previous 13F -32,408 shares

    0.15% of the 13F portfolio, value $18,681,789.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 95,917 shares
    Change vs previous 13F +21,636 shares

    0.25% of the 13F portfolio, value $30,906,326.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 74,281 shares
    Change vs previous 13F -5,098 shares

    0.12% of the 13F portfolio, value $23,430,552.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 79,379 shares
    Change vs previous 13F +2,051 shares

    0.13% of the 13F portfolio, value $23,012,798.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 77,328 shares
    Change vs previous 13F -1,180 shares

    0.11% of the 13F portfolio, value $18,968,563.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 78,508 shares
    Change vs previous 13F +1,587 shares

    0.19% of the 13F portfolio, value $18,819,068.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 76,921 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $16,219,658.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).